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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,303 | $73,848-87.4% | $143,799-93.5% | $68,486-86.4% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -19.54% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,349 | $3,184-57.6% | $4,952-72.8% | $2,597-48.0% |
| Participant deferral / active EE | $2,383 | $3,385-29.6% | $5,638-57.7% | $4,028-40.8% |
| Admin fee / account holder | $48 | $5,755-99.2% | $14,677-99.7% | $5,404-99.1% |